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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,904 | $84,236-95.4% | $170,439-97.7% | $70,124-94.4% |
| Participation rate | 52.7% | 70.8%-18.1pp | 83.6%-30.9pp | 69.5%-16.8pp |
| Annual return | 9.99% | 23.06%-13.1pp | 205.94%-196.0pp | 73.14%-63.2pp |
| Employer contribution / active EE | $406 | $3,387-88.0% | $5,433-92.5% | $2,342-82.7% |
| Participant deferral / active EE | $597 | $3,086-80.7% | $4,939-87.9% | $3,332-82.1% |
| Admin fee / account holder | $604 | $5,698-89.4% | $13,881-95.6% | $4,645-87.0% |